Role & responsibilities

- Work in a highly target-oriented and performance-driven environment with strong focus on business generation.
- Responsible for new client acquisition for Demat & Trading Accounts through direct marketing, references, networking and other business development activities.
- Identify and approach potential clients and convert them into active customers of the Company.
- Generate business through new account opening, trading activity and cross-selling of financial products.
- Understand prospective clients' requirements and provide suitable information regarding Equity, Derivatives, Mutual Funds, IPOs and other investment products.




- Build strong professional relationships with prospective clients and follow up effectively to convert leads into business.
- Achieve assigned monthly client acquisition, revenue and business targets.

Preferred candidate profile

- Minimum 04 years of experience in a Stock Broking/Capital Market company.
- Experience in new client acquisition and Demat & Trading Account acquisition is mandatory.
- Good knowledge of Equity, Derivatives, Mutual Funds, IPOs and other investment products.
- Excellent communication, negotiation and convincing skills.
- Solid business development and client acquisition abilities.

📌 Relationship Manager, Senior Relationship Manager (New Delhi)
🏢 Urja Investment
📍 New Delhi